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Women & Money | Kerri Kimball
November 5, 2020 @ 4:00 PM - 5:00 PM EST
About This Event
The New Demand for Social Impact Investing
Date: 11/5/20
Time: 4PM EDT
Length: 60 Minutes
Event Type: Virtual
Description
From elite Wall Street icons to the original, boutique firm pioneers, in this episode we discuss who should speak for the practice of Socially Responsible Investing (SRI) Kerri Kimball, Managing Partner at Apogee Wealth Advisors, leads us through a discussion on what SRI investing means today, the evolutions within the framework of Environmental, Social and Governance (ESG), and changes in individual and institutional investing philosophies in how we think about simultaneously doing good AND achieving material financial returns. We discuss how the meaning of money changes for women at the mid point of their lives, how we should analyze our own 401(k)s, and how to assess international vs domestic stocks during this period of considerable market volatility.
Featured Guest Speaker
Kerri Kimball
About Kerri
Kerri is an independent wealth advisor and CFP® professional creating customized solutions for high net worth women and their families. She has over 25 years of financial planning and advisory experience. As a Founder and Managing Partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance.
Kerri’s clients are goal-driven and seek to align their spending and investing with their values. They’re focused on living a healthy lifestyle, taking care of the planet, growing their assets responsibly, and treating all people with respect. They seek to partner with her to build and preserve their assets to prepare for life’s significant moments.
Kerri hosts a series of Impact Investing seminars and has contributed to a number of publications including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money, and she co-authored the Amazon bestseller Redefining Success: Real Women, Real Stories, Real Inspiration.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Apogee Wealth Advisors LLC, 343 Manville Rd, Suite 6U, Pleasantville NY 10570. Mailing address P.O. Box 324, Irvington NY 10533.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Apogee Wealth Advisors LLC, 343 Manville Rd, Suite 6U, Pleasantville NY 10570. Mailing address P.O. Box 324, Irvington NY 10533.
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